| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 199,498 | $10.41M | $10.13M | -$288,931.27 | -2.77% |
Rachel Faulk Cape Investment Advisory Inc. | 233,009 | $12.26M | $11.81M | -$446,958.9 | -3.65% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 5,800 | $307,417.23 | $294,379 | -$13,038.23 | -4.24% |
Lukas Lindgren Abound Wealth Management | 566 | $29,625 | $28,696.26 | -$928.74 | -3.13% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 126,880 | $6.72M | $6.43M | -$289,311.25 | -4.3% |
Jill Grimes Centurion Wealth Management LLC | 10,342 | $545,808.32 | $524,339.4 | -$21,468.92 | -3.93% |
Bert D. Barre Colonial Trust Co. / SC | 6,990 | $367,974.95 | $354,358.05 | -$13,616.9 | -3.7% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 7,618 | $404,419.21 | $386,156.42 | -$18,262.79 | -4.52% |
Victoria Latham Fiduciary Alliance LLC | 6,023 | $319,220.02 | $305,246.24 | -$13,973.78 | -4.38% |
Jessica Thayer Unique Wealth LLC | 189,155 | $9.97M | $9.59M | -$376,673.42 | -3.78% |
Belena Vincetti Fortis Capital Advisors LLC | 24,487 | $1.29M | $1.24M | -$45,178.67 | -3.51% |
Nelson J. Lam LAM GROUP Inc. | 5,240 | $275,191.81 | $265,930 | -$9,261.81 | -3.37% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,510 | $79,690.67 | $76,534.35 | -$3,156.32 | -3.96% |
Stephen Smith Kestra Investment Management LLC | 1.4M | $73.2M | $71.05M | -$2.16M | -2.95% |
Amy Ardeel Icon Wealth Advisors LLC | 152,890 | $7.99M | $7.75M | -$239,956.68 | -3% |
Crystal McKeon TSA Wealth Managment LLC | 79,358 | $4.2M | $4.02M | -$177,926.26 | -4.24% |
Dean Pelos Commonwealth Retirement Investments LLC | 4,500 | $239,580 | $228,082.5 | -$11,497.5 | -4.8% |
Andy Peters Goldstein Advisors LLC | 116,053 | $6.17M | $5.88M | -$288,102.99 | -4.67% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 15,577 | $812,293.21 | $789,691.59 | -$22,601.62 | -2.78% |
Bepin Serraj Richard W. Paul & Associates LLC | 136 | $7,118 | $6,894.52 | -$223.48 | -3.14% |